AFFINITY CAPITAL ADVISORS LLC
Firm details
- Headquarters
- BERKELEY, California
- CRD number
- 166226
- Registered since
- March 11, 2015
- Website
- www.affinitycapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.68%
- Individuals15.01%
- Pension & Profit Sharing Plans0.48%
- Corporations / Businesses0.47%
- Charitable Organizations0.36%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Affinity Capital Advisors LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2015. The firm positions itself as a capital allocator for both individual/family and institutional clients, offering portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Its business activities include other financial product sales, and its fee arrangements include percentage-of-AUM, hourly charges, and fixed fees. The firm is not marketed as an ESG investor and is not designated as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities23%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 5ROBERT BRADFORD
Account ExecutiveCRD 5955505
RICHARD GREYWITT
Investment Advisor RepresentativeCRD 5880231
JONATHAN MANZO-CARDENAS
Managing PartnerCRD 5742461
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 95Active vs passive
$633M in ETFs
100%
$631M
<1%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $68.6M | 105,019 | 10.83% |
Location
BERKELEY, CA
ALAMEDA
Location
BERKELEY, CA
Headquartered in BERKELEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 825 Page St
- Time zone
- PT (UTC-8)
- Office locations
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